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Shared records: how to identify? RRS feed

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    Hello Scott

    You mentioned providing a view of 'All' records. I'm assuming this would show all of the records, not just any owned by or shared to the user. How does the user identify which records have been shared out to them?

    Would be  most grateful for any assistance in this!

     

    Thursday, November 17, 2011 11:50 AM

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    hi Scott,

     i dont think there  is a out of box way to  find out using Advanced search all shared records. (ms crm 4.0)

     The only thing different about shared records is the user who have access to the shared records is not the owner

    May be you can write a custom page to retreive the records where owner is not the user.

     

    hope this helps

    dkay


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    • Proposed as answer by D kay Tuesday, November 22, 2011 6:29 AM
    Thursday, November 17, 2011 5:11 PM
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    Hi Scott,

            Login to database server and check principalobjectaccess table for sharing records.....

    for more details pls check below link :

    http://blogs.infinite-x.net/2006/12/04/finding-crm-accounts-that-have-been-shared/

    Friday, November 18, 2011 7:38 AM
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    Hi Scott

    Did this help?

    Please make sure to mark as answer to the response that helped you get through. This will help others with similar problem identify the answer and also close this thread as resolved.

    Thanks

    Dk

    Friday, November 18, 2011 11:05 AM
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    No I'm afraid not. What I am hoping to find out is how a user becomes aware of when someone else shares a record with them?
    • Edited by CRMnewbie2 Tuesday, November 22, 2011 9:17 AM
    Tuesday, November 22, 2011 9:13 AM